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1190 West Marion Avenue
Punta Gorda, FL 33950
Directions To Branch
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1819 Main Street
Sarasota, FL 34236
Toll Free: 800.307.9055
Our team offers advice and guidance designed to help you better manage your wealth and to provide a platform for the generations that follow. Our team has experience recommending and implementing risk management strategies designed for your level of wealth. We offer a menu of services targeting your particular needs, such as cash management, tuition funding and retirement planning services. Through Bank of America we can also provide access to assistance with loan management. Our goal is to have all key aspects of your financial life properly managed and working in concert. We help you make changes today to better position your wealth for tomorrow.
Our wealth management process can encompass your financial life, and we will strive to help you understand how to make your income and assets work more efficiently. Our in-depth analysis is designed to understand and, if necessary, help adjust your wealth outlook to give you more clarity and control.
Our investment approach is driven by your goals and what you want to do with your wealth. We evaluate and recommend investments that we believe will enhance your portfolio over time and that fit within your risk tolerance, time horizon, liquidity needs and objectives.
In tailoring investment recommendations, we work with you to develop clear investment guidelines, risk management guidelines and realistic portfolio performance targets.
With you we can help create a customized, risk-appropriate wealth and investment strategy designed for your specific wealth goals. You will find our team is adept at reviewing your present situation and helping develop strategies and ideas for the way you live now. Maintaining sustainable affluence is one of the main goals of our wealth management approach. We pride ourselves on being guided by what's appropriate for you.
Our approach is designed to help enable affluent families, wealthy retirees, business owners and executives to handle the out-of-the-ordinary challenges that come with preserving and growing substantial wealth. By providing access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, GBSDC & Associates can offer you the advice and guidance and services you need.
We can work closely with your other professional advisors, including accountants, lawyers, insurance agents and business managers. Our team also offers you access to Bank of America wealth management bankers and other internal specialists to help handle particular needs.
GBSDC & Associates intends for clients to enjoy our transparency and see our candor as exemplary of how much we truly care about clients' lives and goals. We believe that clients recognize our integrity and character.
"We strive to incorporate energy and ambition into the work we do with you. We think you'll find our most important contribution to you and your family is our insight into the goals and objectives you value most."
--GBSDC & Associates
At GBSDC & Associates, our mission is to be widely recognized as the team for significant wealth management throughout southwest Florida. The training, talent and enthusiasm of our professionals, allow us to handle a wide range of situations, challenges and possibilities. Each member brings complementary skills, which together create a foundation of experience, knowledge and action.
Senior Vice President–Wealth Management Senior Financial Advisor Senior Portfolio Manager
Senior Vice President–Wealth Management Senior Financial Advisor
Senior Vice President–Wealth Management Senior Consultant
Senior Vice President–Wealth Management Wealth Management Advisor
First Vice President–Wealth Management Senior Financial AdvisorSenior Portfolio Manager
Registered Client Associate
Registered Senior Client Associate
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select.
Diversification, asset allocation and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill Lynch Wealth Management and the Bull Symbol are trademarks of Bank of America Corporation.
Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors.
H Garcia is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI
Roy Borrego is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI
Robert W. Dwyer is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI
Dominic J. Casanueva is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI
Calla Gorman is registered to do business in:FL, NY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.